Using Flow to Convert Leads in Salesforce
In some situations, you may want to automate the process and convert leads automatically. Although there is no standard action to convert leads, you can use custom apex actions.
In some situations, you may want to automate the process and convert leads automatically. Although there is no standard action to convert leads, you can use custom apex actions.
In Salesforce, users have the option to follow or unfollow records by simply clicking the Follow button on the record's page. If you wish to automate the follow/unfollow process, you can also use custom solutions. Here's a guide on using flow to auto follow records.
Although the Data Table component has some limitations, there are many creative workarounds to achieve what you need to do. One of these limitations is related to using the Data Table to display non-object data.
Salesforce introduced the Transform element in the Winter '24 release. Here is how to use this element.
Both the Assignment and Update Records elements can modify the triggering record in a before save record triggered flow. Furthermore, neither of them consumes from the DML limits.
The Loop element iterates through items within a collection variable, allowing you to execute actions for each item in the collection. It is one of the main elements in Salesforce Flow and therefore it is crucial to know how and when to use it.
Salesforce replaced the Pause element with three new Wait elements in the Winter '24 release. Although they may sound as completely new features, they just make the configuration easier.
In cases where the object doesn't support queues, sending an approval request to a queue is not directly possible. Despite this limitation, you can overcome it by using a flow to send approval request to queue.
While the standard button is the most common method for submitting a record for approval, it is also possible to automate the process using flow. Here is how to utilize the 'Submit for Approval' core action within flow.
Reports in Salesforce come with their own URLs, much like any record in Salesforce. You can easily open reports by navigating to their URLs. Moreover, you can even filter reports with URL parameters.
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